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Yahoo
21 minutes ago
- Yahoo
Positive Drivers Across the Board Lifted Roblox (RBLX) in Q2
Artisan Partners, an investment management company, released its 'Artisan Mid Cap Fund' second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund's Investor Class fund ARTMX returned 14.40%, Advisor Class fund APDMX posted a return of 14.45%, and Institutional Class fund APHMX returned 14.50%, compared to a 18.20% return for the Russell Midcap Growth Index. Global markets experienced a significant but volatile Q2, rotating from double-digit declines to double-digit gains. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second-quarter 2025 investor letter, Artisan Mid Cap Fund highlighted stocks such as Roblox Corporation (NYSE:RBLX). Roblox Corporation (NYSE:RBLX) is an immersive platform for connection and communication. The one-month return of Roblox Corporation (NYSE:RBLX) was 27.72%, and its shares gained 260.88% of their value over the last 52 weeks. On August 7, 2025, Roblox Corporation (NYSE:RBLX) stock closed at $134.14 per share, with a market capitalization of $88.119 billion. Artisan Mid Cap Fund stated the following regarding Roblox Corporation (NYSE:RBLX) in its second quarter 2025 investor letter: "Among our top Q2 contributors were Spotify, Snowflake and Roblox Corporation (NYSE:RBLX). Roblox is an online platform where users can play games created by other users and create their own games with Roblox Studio, a robust suite of development and coding tools. The company's model is similar to a social network in that user-generated content scales with user growth on the platform and it benefits from viral adoption. The company has invested significantly in numerous growth drivers, including international market expansion and enhanced support for additional video game genres. In addition, the company should start to see a payoff from its heavy investments in the form of greater operational efficiency and significant margin expansion. During the period, it reported better-than-expected quarterly results with positive indicators across the board, including a better-than-expected 31%increase in bookings (sale of virtual currency), user growth and margin expansion. We used the post-Liberation Day market correction to add to this position as well." A person taking lessons through Roblox Education, expanding their knowledge and skills. Roblox Corporation (NYSE:RBLX) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 68 hedge fund portfolios held Roblox Corporation (NYSE:RBLX) at the end of the first quarter, which was 61 in the previous quarter. In Q2 2025, Roblox Corporation's (NYSE:RBLX) revenue grew 21% year-on-year to $1.1 billion. While we acknowledge the potential of Roblox Corporation (NYSE:RBLX) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Roblox Corporation (NYSE:RBLX) and shared the list of stocks on Jim Cramer's radar. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data


CNET
23 minutes ago
- CNET
Mafia: The Old Country Is a Restrictive Crime Drama That Falls Short
Mafia: The Old Country, from developer Hangar 13, is the fourth entry in the Mafia franchise, which started in 2002. The open-world game series, mainly focusing on the Italian mafia's organized criminal activities in fictional US cities, came out less than a year after Grand Theft Auto III, which firmly established the open-world style of gaming. While the Mafia games didn't have the mayhem of GTA, what they offered instead was a compelling storyline that kept you glued to your controller. Mafia: The Old Country, however, doesn't have that or much else, as the game lacks so much of the substance in its big, open world that made previous games so rich and enjoyable. In The Old Country, players step into the role of Enzo, a young man who was sold to a sulfur mine in Sicily by his father to pay off his debts in 1904. Establishing the game in Italy is a departure for the series, which had previously followed mob classics like The Godfather in setting its stories in America with the fictional cities Lost Haven and Empire Bay as stand-ins for Chicago and New York City. It's a promising start, but the game's smaller scale -- its $50 pricetag suggests a more limited scope than the $70 and even $80 AAA games launching these days -- becomes apparent as the game progresses. After a collapse of the mine nearly cost him his life, Enzo escapes to a nearby vineyard owned by Don Torrisi, one of the heads of the local mafia families. The Don takes in Enzo, not because he has a compassionate heart, but the need for muscle: men from a rival family have been trespassing on his land, showing a lack of respect. Enzo starts off as one of the hired hands on the vineyard but falls deeper into the criminal underworld as the Don gives him more and more important tasks. Each chapter plays out a certain important event over the course of four years as Enzo becomes part of the Torrisi family. There is even an initiation ceremony into the family that is similar to the one depicted in other mafia films and shows like The Sopranos. The Old Country is intended to be somewhat accurate to the time period, but not so realistic that it drags down the fun. In every chapter, Enzo has to complete some tasks that usually involve a bit of driving or riding a horse somewhere, a stealth sequence, some sort of firefight, and a very dramatic knife fight that becomes formulaic. Ultimately, the game feels just so restrictive in its reliance on scripted story beats that abandon the freeform nature of earlier Mafia games. More scripted than The Godfather Trilogy One of my biggest gripes about Mafia: The Old Country is how scripted it is. There is just no semblance of freedom within the game, dictating specific experiences with the illusion of chance and randomness. For example, over the course of the game, Enzo has to compete in two races: one with a horse and the other in a car. In both cases, I screwed up early on in the competition and lagged far behind, but I progressed against the other racers with some sharp turns and not-so-legal tactics like bumping my horse into other riders. Thing is, once I passed another racer, it seemed like the game went ahead and stopped having that racer try, so I didn't really need much reason to check my tail to see if the guy I passed up was going to catch up to me because they seemed to just stop bothering. The same goes for the enemies in shootouts. They get behind some cover, and some will, for whatever reason, just walk right to you while shooting. There is no sense of urgency or concern when they get shot; they're just scripted to move forward. It's just constant through missions, where once you reach a certain point, the sequence changes on a dime with no hint of a natural transition from playing stealthy to having a firefight. 2K Games Where this was really baffling was in the areas of San Celeste where the townspeople gathered. If you're thinking about doing some typical GTA-like mayhem, well, you can forget about it. In these areas, you can't pull a gun, which is fine, but on the outskirts of these areas, you can. There is a bit of a failsafe that you can't shoot at the people, although some may react when you pull a gun out and point it at them. You can, however, throw a grenade, and the grenade doesn't do a damn thing. No injuries, no one running around, no reaction, nothing. The townspeople just stick to their script, and that's it. It's just a shame how closed off this game feels. You have all the tools to really have some fun and engage with the fantasy of being a criminal in a nearly lawless land, and the developers did pretty much everything possible to make sure you don't go off-script. Whacked by the frame rate The presentation for The Old Country has its share of issues for me. To start, I was provided with a PC code, which isn't my preferred platform to game on, and for the exact issue I came across. My desktop isn't top of the line with its GeForce RTX 3060 and Ryzen 5 3600, but it handles the newest games fine enough, and for whatever reason, I was getting constant slowdown going in and out of sequences. When I first booted up the game, it automatically set my graphics settings between mid and high, which is typical for most games, and I dealt with laggy transitions from an action sequence into a cutscene and vice versa. The Old Country does require a fair amount of power, but I never had my PC chug along this much for a new game, which makes me hope that this will be fixed in a day-one optimization patch. Another issue in the presentation was the sound editing. The voice actors did a great job in bringing their characters to life. In particular, Don Torrisi, played by Jonny Santiago, was just a thrill. As soon as Torrisi was introduced, I already felt that charisma that someone who runs a crime family would have, and when he gets pissed, you can feel it in your bones. However, in between some fine voice acting, there were some noticeable moments when I could tell that the sound editing didn't give that natural spacing you'd expect when two people are talking. There were also moments when you could hear that maybe they didn't use the best take of the line reading. 2K Games The graphics are, for a lack of a better word, fine. The character models were detailed, but not to an exceptional degree. The same could be said for the part of Sicily the game takes place. I just didn't see that one spot that had me wanting to stop everything and take a look at the land around, which is a shame given the shift from American cities to the sprawling Italian countryside. Another bright spot was the score. It was filled with different pieces that felt authentic for the time period -- symphonic strings and other classical Italian fare -- yet also dramatic and really added to those tense moments. He pulls a knife, you pull a knife, that's the San Celeste way Combat in Mafia, for the most part, is fairly standard for a third-person open-world action game that takes place in the early 1900s. It's a lot of shooting with revolvers, shotguns and rifles, with them having different stopping power, ammo capacity and accuracy. What's unique in this game is the knives. The array of blades available to the player is quite extensive, more so than the guns, and they play a big part in the game beyond combat. During the stealth sequences, Enzo uses a knife to immediately kill enemies instead of mashing a button to choke them out. There is a group of knives that he can throw to take out enemies from a distance. The blade can lose its sharpness as it's being used to open locks on doors and lockboxes, as well as killing people, so there are some knives with increased durability, which can be reset whenever you pick up a whetstone that enemies will just happen to have on them. Where the knife really comes into play are the one-on-one fights. These tend to be duels that close out a whole combat sequence and, toward the end of the game, involve more prominent characters. These fights are dramatic but nothing exceptional, satisfying a story beat but not thrilling in gameplay. For these dramatic encounters, Enzo and his enemy have their own life bar and need to slice each other up with slashes, a thrust attack to reach farther-away enemies, a power attack to break through the defenses of a blocking enemy, and a dodge and parry. If you haven't figured it out yet, this is just paper-rock-scissors, but you know, with knives -- which is fine if predictable. There are no quicktime events during the fights, just occasional breaks where Enzo and his opponent tussle around some more before it goes back into duel mode. It's all, once again, by the script, and while they can be quite dramatic, it's simply not particularly special. Maybe there were a lot of knife fights in the early days of the mafia, I have no idea, I'm not a mafia historian, but this feels like it was intended to give the combat some flair. The game takes place in the 1900s, so there are no machine guns, rocket launchers or flamethrowers, and the developers thought that giving these very dramatic sequences could help add to both the historical realism of the time while keeping it exciting. If that's the case, that notion is The Old Country's shortcoming. I have this beautiful landscape that is not really available to explore until you complete the game and unlock Explore mode. Once I do some venturing, I find there's not much to see, and in some cases, the architecture makes no sense, with stairways going up to just brick walls. I meet these interesting characters who I'd like to know more about and would be willing to spend time with, but I can't and will only see them when they're allowed during missions. It could be that my decades of playing open-world games since GTA III came out are leading me to expect so much more from an open-world game. Mafia is not GTA, and The Old Country does keep to the linear style of the first two games, but it's just so limiting. While I wasn't hoping for an RPG, a little more freedom would keep me from feeling railroaded into a single story. At least in the first Mafia game, I can get fined for speeding, while in this game, I can speed through the countryside without a worry. I would have liked to see Mafia: The Old Country give me more to sink my teeth into. This is not about length, which comes in at around 12 to 15 hours to complete, but more about having some meat on the bone. If it's about giving me a cinematic drama to play before me, then really give it to me instead of a very typical love story up until the last hour or so. My hopes were high for Mafia: The Old Country, and the game didn't satisfy. Mafia: The Old Country comes out Friday on PC, PS5 and Xbox Series X|S for $50.


CNET
23 minutes ago
- CNET
I Hate Worms, but I'll Still Play This Game on Apple Arcade
Worms are everywhere. I know and accept this, but I hate those little critters and they freak me out. Their wriggly bodies make my skin crawl, and I actively avoid them at all costs. But Apple Arcade added Worms Across Worlds, the next installment in the award-winning Worms series, and I'll play it because the game's cartoony style make these worms palatable for me. Apple Arcade is filled with familiar and classic games, alongside exclusive titles, that you can play for $7 a month (£7, AU$10). You can find many of these games in the App Store, but they may have paywalls and ads that hinder your gaming experience. An Apple Arcade subscription gives you access to games without paywalls and ads, a feature usually denoted by "Plus" in the name. Here are all the games Apple brought to the service recently. You can also check out the games Apple added in July, like Angry Birds Bounce. Worms Across Worlds Developer: StoryToys and Behaviour Interactive Apple I'm not a fan of worms, but I'll play Worms Across Worlds for the animation and quirky humor. The invertebrate warriors are back to stop Professor Wormwinkle's reality-threatening experiments in this turn-based strategy game. The worms will chase the professor through five different dimensions to bring an end to his path of destruction. You can play solo or team up in four-player multiplayer mayhem. Play-Doh World Developer: Scary Beasties Apple This Apple Arcade exclusive game is a great way to introduce your kids to learning, crafting and gaming. You can sculpt, squish and squash Play-Doh creations while exploring an ever-expanding world. And the more you interact with this world, the more special Play-Dohs you'll collect, so you can give your creations unique looks and styles. Let's Go Mightycat! Developer: Ponos Corporation Apple It's a bird! It's a plane! No, it's the galactic hero Mightycat! In this 3D block-busting puzzler game, you're on a quest to stop the Super Cat God from conquering the whole galaxy -- and maybe pushing it off a ledge. You'll rescue friends, collect stylish new capes and decorate your own room in between saving the galaxy of course. Everybody Shogi Developer: AltPlus Inc. Apple This game is based on the Japanese strategy board game Shogi, or Japanese chess, which anyone can pick up and play. Players can learn this traditional game, enjoy daily challenges, unlock unique piece designs and take on other players from around the world. You can access these games and others on Apple Arcade now for $7 per month or $50 annually. You can also try Apple Arcade free for one month with your first sign-up, or you can get a three-month free trial when you buy a new Apple device. To access Apple Arcade, open the App Store on your iPhone or iPad, and tap the joystick in the menu bar.